Lelia Heuer Charitable Tr

Milwaukee, WI
Tax-exempt since Sept. 1996
EIN: 43-6603141

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Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Philanthropy, Voluntarism, and Grantmaking Foundations N.E.C. (NTEE)

Donations to this organization are tax deductible.

Revenue

$126k (2025)

Expenses

$74k (2025)

Total Assets

$794k (2025)

Total Liabilities

$0 (2025)

Source: Form 990 tax filings from 2012 to 2025

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending June
2025

Revenue

$125,617

Expenses

$73,955

Net Income

$51,662

Net Assets

$794,145

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$3	0.0%
Dividends	$27,452	21.9%
Sales of Assets	$98,106	78.1%
Other Income	$56	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$45,223	61.1%
Compensation of Officers*	$28,731	38.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$794,145
Total Liabilities	$0
Net Assets	$794,145

Compensation

Key Employees and Officers	Compensation	Other
Us Bank Na (Trustee)	$15,730	$0
Paul G White (Foundation Mgr.)	$13,000	$0

990-PF

Filed on Nov. 10, 2025

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending June
2024

Revenue

$41,163

Expenses

$67,665

Net Income

-$26,502

Net Assets

$742,350

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$1	0.0%
Dividends	$25,088	60.9%
Sales of Assets	$16,062	39.0%
Other Income	$12	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$41,845	61.8%
Compensation of Officers*	$25,704	38.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$742,350
Total Liabilities	$0
Net Assets	$742,350

Compensation

Key Employees and Officers	Compensation	Other
Us Bank Na (Trustee)	$14,704	$0
Paul G White (Foundation Mgr.)	$11,000	$0

990-PF

Filed on Oct. 30, 2024

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending June
2023

Revenue

$45,101

Expenses

$77,783

Net Income

-$32,682

Net Assets

$768,787

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$21,095	46.8%
Sales of Assets	$23,991	53.2%
Other Income	$15	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$52,151	67.0%
Compensation of Officers*	$26,012	33.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$768,787
Total Liabilities	$0
Net Assets	$768,787

Compensation

Key Employees and Officers	Compensation	Other
Us Bank Na (Trustee)	$14,012	$0
Paul G White (Foundation Mgr.)	$12,000	$0

990-PF

Filed on Sept. 25, 2023

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending June
2022

Revenue

$45,866

Expenses

$84,426

Net Income

-$38,560

Net Assets

$801,474

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$20,703	45.1%
Sales of Assets	$25,154	54.8%
Other Income	$9	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$54,502	64.6%
Compensation of Officers*	$29,019	34.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$801,474
Total Liabilities	$0
Net Assets	$801,474

Compensation

Key Employees and Officers	Compensation	Other
Us Bank Na (Trustee)	$17,019	$0
Paul G White (Foundation Mgr.)	$12,000	$0

990-PF

Filed on Oct. 31, 2022

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending June
2021

Revenue

$88,900

Expenses

$71,154

Net Income

$17,746

Net Assets

$839,767

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$1	0.0%
Dividends	$17,977	20.2%
Sales of Assets	$70,922	79.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$43,433	61.0%
Compensation of Officers*	$28,334	39.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$839,768
Total Liabilities	$1
Net Assets	$839,767

Compensation

Key Employees and Officers	Compensation	Other
Us Bank Na (Trustee)	$16,334	$0
Paul G White (Foundation Mgr.)	$12,000	$0

990-PF

Filed on Nov. 23, 2021

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending June
2020

Revenue

$23,929

Expenses

$88,833

Net Income

-$64,904

Net Assets

$822,055

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$23	0.1%
Dividends	$19,935	83.3%
Sales of Assets	$3,971	16.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$44,140	49.7%
Compensation of Officers*	$26,899	30.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$822,056
Total Liabilities	$1
Net Assets	$822,055

Compensation

Key Employees and Officers	Compensation	Other
Us Bank (Trustee)	$14,899	$0
Jerry L Redfern (Foundation Mgr.)	$12,000	$0

990-PF

Filed on Dec. 9, 2020

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending June
2019

Revenue

$68,645

Expenses

$76,136

Net Income

-$7,491

Net Assets

$886,960

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$23,295	33.9%
Sales of Assets	$45,350	66.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$46,790	61.5%
Compensation of Officers*	$26,895	35.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$886,960
Total Liabilities	$0
Net Assets	$886,960

Compensation

Key Employees and Officers	Compensation	Other
Us Bank (Trustee)	$14,895	$0
Jerry L Redfern (Foundation Mgr.)	$12,000	$0

990-PF

Filed on Sept. 30, 2019

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending June
2018

Revenue

$72,005

Expenses

$72,776

Net Income

-$771

Net Assets

$895,327

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$23,053	32.0%
Sales of Assets	$48,952	68.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$44,715	61.4%
Compensation of Officers*	$26,645	36.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$895,327
Total Liabilities	$0
Net Assets	$895,327

Compensation

Key Employees and Officers	Compensation	Other
Us Bank (Trustee)	$15,645	$0
Jerry L Redfern (Foundation Mgr.)	$11,000	$0

990-PF

Filed on Sept. 17, 2018

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending June
2017

Revenue

$55,593

Expenses

$71,751

Net Income

-$16,158

Net Assets

$896,098

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$23,181	41.7%
Sales of Assets	$32,412	58.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$44,767	62.4%
Compensation of Officers*	$26,673	37.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$896,889
Total Liabilities	$791
Net Assets	$896,098

Compensation

Key Employees and Officers	Compensation	Other
Us Bank (Trustee)	$14,673	$0
Jerry L Redfern (Foundation Mgr.)	$12,000	$0

990-PF

Filed on Aug. 22, 2017

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending June
2016

Revenue

$62,631

Expenses

$78,678

Net Income

-$16,047

Net Assets

$913,165

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$19,419	31.0%
Sales of Assets	$43,212	69.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$50,750	64.5%
Compensation of Officers*	$26,508	33.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$913,165
Total Liabilities	$0
Net Assets	$913,165

Compensation

Key Employees and Officers	Compensation	Other
Us Bank (Trustee)	$14,508	$0
Jerry L Redfern (Foundation Mgr.)	$12,000	$0

990-PF

Filed on Aug. 17, 2016

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending June
2015

Revenue

$70,855

Expenses

$89,326

Net Income

-$18,471

Net Assets

$924,938

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$24,317	34.3%
Sales of Assets	$46,538	65.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$59,765	66.9%
Compensation of Officers*	$27,935	31.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$924,938
Total Liabilities	$0
Net Assets	$924,938

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending June
2014

Revenue

$107,260

Expenses

$87,542

Net Income

$19,718

Net Assets

$944,399

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$23,208	21.6%
Sales of Assets	$83,166	77.5%
Other Income	$886	0.8%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$55,754	63.7%
Compensation of Officers*	$29,232	33.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$944,399
Total Liabilities	$0
Net Assets	$944,399

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending June
2013

Revenue

$41,759

Expenses

$82,732

Net Income

-$40,973

Net Assets

$924,517

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$22,905	54.9%
Sales of Assets	$18,854	45.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$54,135	65.4%
Compensation of Officers*	$27,547	33.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$924,517
Total Liabilities	$0
Net Assets	$924,517

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending June
2012

Revenue

$13,200

Expenses

$96,533

Net Income

-$83,333

Net Assets

$966,185

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$19,219	> 100%
Sales of Assets	$0
Other Income	$804	6.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$71,296	73.9%
Compensation of Officers*	$24,726	25.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$966,185
Total Liabilities	$0
Net Assets	$966,185

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

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Lelia Heuer Charitable Tr

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $126k (2025)

Expenses $74k (2025)

Total Assets $794k (2025)

Total Liabilities $0 (2025)

Tax Filings by Year

Fiscal Year Ending June 2025

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending June 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending June 2013

Revenue

$126k (2025)

Expenses

$74k (2025)

Total Assets

$794k (2025)

Total Liabilities

$0 (2025)

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2025

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2024

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